Andrea M. Ortiz
Wealth Relationship Manager

As a Citigold client, you have access to comprehensive banking and wealth management, backed by the power of Citibank for banking and Citi Personal Wealth Management for investments that fit your lifestyle. You may also enjoy preferred pricing, concierge services, enhanced digital capabilities and global travel perks.

A Wealth Relationship Manager is your personal connection to Citi’s full range of products and services, proactively helping you with everything from everyday banking transactions to offering personalized service. Whether meeting your banking needs directly or working together with a Citi Personal Wealth Management Wealth Advisor, your dedicated Wealth team can help with your short- and long-term financial goals, giving you greater peace of mind and financial freedom.

About Andrea M. Ortiz

As a dedicated Wealth Relationship Manager, I bring 8 years of extensive banking experience to every client relationship. My true joy comes from building strong, trusting connections with each individual, ensuring they feel genuinely understood and valued.

I believe in a truly client-centric approach, where my goal is to make a meaningful and positive difference in the client's financial journey. I take the time to deeply understand their evolving priorities and then thoughtfully connect them with the right Citi resources, benefits, rewards, and services. In addition, I connect clients with Citi’s experienced professionals, who can help address clients' financial needs and goals in banking, borrowing, insurance and investing.

My years in banking have equipped me with a foundation of skills and knowledge to provide Citigold tiered clients with a truly high-touch and personalized level of service, always with their best interests at heart.